Civic Intelligence

Truwest Credit Union

990 • Fiscal year 2012 • EIN 86-6050959

Jan 01, 2012 to Dec 31, 2012 • Filed on Oct 17, 2013

Organization ProfileWWW.TRUWEST.ORG

View Organization Page

1667 N Priest Drive85281
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

38th percentile

0.89x

Higher debt load relative to assets than 38% of similar nonprofits.

2012 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

24th percentile

2.9%

Faster asset growth than 24% of similar nonprofits.

2012 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$791,363,473

Up $22,545,938 (+2.9%) from 2011

Net Assets

Up

$87,705,019

Up $7,903,079 (+9.9%) from 2011

Liabilities

Up

$703,658,454

Up $14,642,859 (+2.1%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$32,616,631

Down $3,875,344 (-11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2010: $741,978,379Liabilities 2010: $672,201,362Net Assets 2010: $69,777,0172010Assets 2011: $768,817,535Liabilities 2011: $689,015,595Net Assets 2011: $79,801,9402011Assets 2012: $791,363,473Liabilities 2012: $703,658,454Net Assets 2012: $87,705,0192012Assets 2013: $826,260,838Liabilities 2013: $734,790,895Net Assets 2013: $91,469,9432013Assets 2014: $893,629,857Liabilities 2014: $797,936,125Net Assets 2014: $95,693,7322014Assets 2015: $927,024,609Liabilities 2015: $828,657,401Net Assets 2015: $98,367,2082015Assets 2016: $967,262,442Liabilities 2016: $866,268,567Net Assets 2016: $100,993,8752016Assets 2017: $1,030,167,948Liabilities 2017: $923,462,437Net Assets 2017: $106,705,5112017Assets 2018: $1,152,658,837Liabilities 2018: $1,038,562,326Net Assets 2018: $114,096,5112018Assets 2019: $1,213,835,938Liabilities 2019: $1,089,253,245Net Assets 2019: $124,582,6932019Assets 2020: $1,368,227,248Liabilities 2020: $1,231,668,014Net Assets 2020: $136,559,2342020Assets 2021: $1,519,187,668Liabilities 2021: $1,375,908,211Net Assets 2021: $143,279,4572021Assets 2022: $1,514,781,756Liabilities 2022: $1,400,355,296Net Assets 2022: $114,426,4602022Assets 2023: $1,810,234,989Liabilities 2023: $1,686,028,127Net Assets 2023: $124,206,8622023Assets 2024: $1,607,001,608Liabilities 2024: $1,475,058,601Net Assets 2024: $131,943,0072024

Highlighted filing

2012

Assets$791,363,473
Liabilities$703,658,454
Net Assets$87,705,019
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150M$100M$50M$0Expenses 2010: $43,428,2352010Expenses 2011: $36,491,9752011Expenses 2012: $32,616,6312012Revenue 2013: $44,478,077Expenses 2013: $36,552,190Net Income 2013: $7,925,8872013Revenue 2014: $45,816,665Expenses 2014: $40,444,724Net Income 2014: $5,371,9412014Revenue 2015: $48,513,601Expenses 2015: $45,063,765Net Income 2015: $3,449,8362015Revenue 2016: $50,665,954Expenses 2016: $46,614,551Net Income 2016: $4,051,4032016Revenue 2017: $56,816,269Expenses 2017: $51,997,232Net Income 2017: $4,819,0372017Revenue 2018: $62,799,985Expenses 2018: $54,672,598Net Income 2018: $8,127,3872018Revenue 2019: $71,602,053Expenses 2019: $59,293,561Net Income 2019: $12,308,4922019Revenue 2020: $69,985,415Expenses 2020: $58,663,699Net Income 2020: $11,321,7162020Revenue 2021: $64,029,017Expenses 2021: $52,282,209Net Income 2021: $11,746,8082021Revenue 2022: $72,242,165Expenses 2022: $60,300,911Net Income 2022: $11,941,2542022Revenue 2023: $92,658,143Expenses 2023: $76,945,341Net Income 2023: $15,712,8022023Revenue 2024: $110,461,542Expenses 2024: $100,822,855Net Income 2024: $9,638,6872024

Highlighted filing

2012

Revenue-
Expenses$32,616,631
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Oct 17, 2013
Return Version
2012v2.1
Gross Receipts
$40,311,051
Mission and Program Overview

Mission

A cooperative providing financial solutions so members can achieve their goals.

Filing and Contact Details

Filer

EIN
86-6050959
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IRS990/SalariesEtcPriorYear013034391
IRS990/ScheduleBRequired00
IRS990ScheduleD/Buildings/BookValue04203894
IRS990ScheduleD/Buildings/Depreciation03594458
IRS990ScheduleD/Buildings/InvestmentCostOrOtherBasis07798352
IRS990ScheduleD/Equipment/BookValue02941393
IRS990ScheduleD/Equipment/Depreciation014089981
IRS990ScheduleD/Equipment/InvestmentCostOrOtherBasis017031374
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE CREDIT UNION IS EXEMPT FROM MOST FEDERAL, STATE, AND LOCAL TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE AND STATE TAX LAWS. THE INCOME TAXES TOPIC OF THE FASB ASC CLARIFIES ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE INTERPRETATION PROVIDES CRITERIA FOR ASSESSMENT OF INDIVIDUAL TAX POSITIONS AND A PROCESS FOR RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. TAX POSITIONS ARE EVALUATED ON WHETHER THEY MEET THE "MORE LIKELY THAN NOT" STANDARD FOR SUSTAINABILITY UPON EXAMINATION BY TAX AUTHORITIES. THE CREDIT UNION IS A STATE-CHARTERED CREDIT UNION AS DEFINED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(14). AS SUCH, THE CREDIT UNION IS EXEMPT FROM FEDERAL TAXATION OF INCOME DERIVED FROM THE PERFORMANCE OF ACTIVITIES DIRECTLY RELATED TO ITS EXEMPT PURPOSES. HOWEVER, IRC SECTION 511 IMPOSES A TAX ON THE UNRELATED BUSINESS INCOME (UBI) DERIVED BY STATE-CHARTERED CREDIT UNIONS. BEGINNING IN MARCH 2008, THE INTERNAL REVENUE SERVICE (IRS) RELEASED TECHNICAL ADVICE MEMORANDUMS (TAMS) TO SPECIFIC STATE CHARTERED CREDIT UNIONS SPECIFYING THE REVENUE SOURCES SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). UBI MAY ALSO BE SUBJECT TO TAX IN CERTAIN STATES. MANAGEMENT HAS ASSESSED THE CREDIT UNION'S ACTIVITIES AND ANY POTENTIAL FEDERAL OR STATE INCOME TAX LIABILITY AND DETERMINED NO LIABILITY EXISTS FROM FEDERAL OR STATE TAXATION OF ACTIVITIES DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE. AS SUCH, THE CREDIT UNION HAS FILED TAX RETURNS FOR REPORTING UBIT-RELATED INCOME FOR TAX YEARS 2007 FORWARD. THE IRS AND STATE, WHERE APPPLICABLE, HAVE THE ABILITY TO ASSESS TAXES, PENALTIES AND INTEREST FOR YEARS IN WHICH NO TAX RETURN WAS FILED. MANAGEMENT HAS DETERMINED THAT THE FINANCIAL IMPACT, IF ANY, OF NOT FILING UBIT-RELATED INCOME TAX RETURNS IN PREVIOUS YEARS WOULD NOT BE MATERIAL TO THE CREDIT UNION'S CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2012.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/Land/BookValue010200730
IRS990ScheduleD/Land/InvestmentCostOrOtherBasis010200730
IRS990ScheduleD/OtherSecurities/BookValue04514300
IRS990ScheduleD/OtherSecurities/BookValue1217439107
IRS990ScheduleD/OtherSecurities/BookValue25846068
IRS990ScheduleD/OtherSecurities/Description0FEDERAL HOME LOAN BANK STOCK
IRS990ScheduleD/OtherSecurities/Description1INVESTMENT SECURITIES - AVAILABLE F
IRS990ScheduleD/OtherSecurities/Description2INVESTMENT SECURITIES - OTHER INVES
IRS990ScheduleD/OtherSecurities/MethodOfValuation0C
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2C
IRS990ScheduleD/TotalOfBookValueLandBuildings017346017
IRS990ScheduleD/TotalOfBookValueSecurities0227799475
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0256193
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg1178326
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg2154852
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg3155432
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg4123863
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg5116253
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg040069
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg126749
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg222452
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg320856
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg49938
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg50
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs20

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$791,363,473
Liabilities
$703,658,454
Net assets
$87,705,019
Revenue
-
Expenses
$32,616,631
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,607$1,475$132$110$101$9.64
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,810$1,686$124$92.7$76.9$15.7
2022Detailed filing. Detailed filing data is available for this year.$1,515$1,400$114$72.2$60.3$11.9
2021Detailed filing. Detailed filing data is available for this year.$1,519$1,376$143$64.0$52.3$11.7
2020Detailed filing. Detailed filing data is available for this year.$1,368$1,232$137$70.0$58.7$11.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,214$1,089$125$71.6$59.3$12.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,153$1,039$114$62.8$54.7$8.13
2017Detailed filing. Detailed filing data is available for this year.$1,030$923$107$56.8$52.0$4.82
2016Detailed filing. Detailed filing data is available for this year.$967$866$101$50.7$46.6$4.05
2015Detailed filing. Detailed filing data is available for this year.$927$829$98.4$48.5$45.1$3.45
2014Detailed filing. Detailed filing data is available for this year.$894$798$95.7$45.8$40.4$5.37
2013Detailed filing. Detailed filing data is available for this year.$826$735$91.5$44.5$36.6$7.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$791$704$87.7$32.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$769$689$79.8$36.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$742$672$69.8$43.4